See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,393 | $22,587-93.8% | $65,255-97.9% | $75,163-98.1% |
| Participation rate | 70.3% | 63.1%+7.2pp | 65.0%+5.3pp | 67.2%+3.1pp |
| Annual return | 220.03% | 71.03%+149.0pp | 47.35%+172.7pp | 160.62%+59.4pp |
| Employer contribution / active EE | $777 | $941-17.4% | $1,691-54.1% | $2,670-70.9% |
| Participant deferral / active EE | $1,704 | $1,695+0.5% | $2,831-39.8% | $4,125-58.7% |
| Admin fee / account holder | $287 | $1,876-84.7% | $4,112-93.0% | $5,651-94.9% |